AdFi

Browse financial advisory firms

Compare registered investment advisers and broker-dealers by assets, services, fees, and more.

Showing 24 firms (page 2+)
J(

JOHCM (USA) INC

BOSTON, MA
RIA

One Mindset. Different Minds.

AUM
$5B–$25B
Advisors
13
Offices
2
Founded

Firm Focus

Investment CompaniesPooled VehiclesPension/Profit Sharing+1

Expertise

EquitiesActive ManagementGlobal Equity+9
Fee model
AUM / Performance-based
Account Minimum
$75.0M
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JE

JOHN E. SESTINA AND COMPANY

COLUMBUS, OH
RIA

Fee-Only Financial Planning for Your Peace of Mind

AUM
$500M–$1B
Advisors
Offices
1
Founded
1965

Firm Focus

IndividualsHigh Net WorthState/Municipal

Expertise

Fee-only Financial PlanningRetirement PlanningTax Strategies+7
Fee model
AUM / Flat Fee
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JM

JOHN MOORE & ASSOCIATES INC

ALBUQUERQUE, NM
RIA

Enough isn't enough.

AUM
$1B–$5B
Advisors
Offices
2
Founded

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+2

Expertise

Financial PlanningInvestment ManagementWealth Transfer+6
Fee model
AUM / Flat Fee
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JB

JOHNSON BIXBY

VANCOUVER, WA
RIA

Helping you create a financial plan for life's possibilities.

AUM
$500M–$1B
Advisors
6
Offices
1
Founded

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing

Expertise

Financial PlanningPortfolio ManagementRetirement Planning+7
Fee model
AUM / Hourly / Flat Fee
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JW

JOHNSON WEALTH INC.

MILWAUKEE, WI
RIA

Finding a house is hard. Buying it shouldn't be

AUM
$5B–$25B
Advisors
Offices
12
Founded

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+2

Expertise

Wealth ManagementTrust ServicesMortgage Loans+3
Fee model
AUM / Flat Fee
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JR

JONES ROAD CAPITAL MANAGEMENT, L.P.

NEW YORK, NY
RIA
AUM
$100M–$500M
Advisors
Offices
1
Founded

Firm Focus

Pooled Vehicles

Expertise

Alternative Asset ManagementSpecial SituationsCredit+1
Fee model
AUM / Performance-based
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JC

JORDANELLE CAPITAL

SALT LAKE CITY, UT
RIA

Building Asset-Backed Industrial Businesses With Outstanding Entrepreneurs

AUM
$100M–$500M
Advisors
Offices
1
Founded

Firm Focus

Pooled Vehicles

Expertise

Asset-backedIndustrial BusinessesEntrepreneurship
Fee model
AUM / Performance-based
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JB

JOURNEY BEYOND WEALTH

ROSWELL, GA
RIA

Don't just leave a legacy. Live one.

AUM
$100M–$500M
Advisors
Offices
1
Founded

Firm Focus

IndividualsHigh Net Worth

Expertise

Family Wealth AdvisingRetirement PlanningEstate Planning+6
Fee model
AUM / Flat Fee
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JK

J.P. KING ADVISORS, INC.

WALNUT CREEK, CA
RIA

Personal Service, Institutional Quality

AUM
$500M–$1B
Advisors
Offices
1
Founded
1981

Firm Focus

IndividualsHigh Net Worth

Expertise

Financial PlanningInvestment ManagementRetirement Income Planning+9
Fee model
AUM / Flat Fee
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JM

J.P. MARVEL WEALTH MANAGEMENT, INC.

BOSTON, MA
RIA

Protecting what's yours and pursuing what's next.

AUM
$500M–$1B
Advisors
Offices
2
Founded

Firm Focus

High Net WorthPension/Profit SharingInsurance Companies

Expertise

Wealth PlanningInvestment ManagementFinancial Planning+12
Fee model
AUM
Account Minimum
$2.0M
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JA

JPMORGAN ALTERNATIVE ASSET MANAGEMENT

NEW YORK, NY
RIA

Harnessing the power of perspective to build stronger portfolios

AUM
$25B+
Advisors
15
Offices
3
Founded

Firm Focus

High Net WorthPooled VehiclesPension/Profit Sharing+2

Expertise

Active EtfsMutual FundsFixed Income+12
Fee model
AUM / Performance-based
View profile
JF

JPS FINANCIAL, LLC

WESTLAKE, OH
RIA

Sound Financial Advice In a Complex World™

AUM
$100M–$500M
Advisors
Offices
1
Founded

Firm Focus

IndividualsHigh Net WorthCharitable Organizations

Expertise

Investment ManagementFinancial PlanningRetirement Planning+7
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$250k
View profile
JS

J. STERN & CO., LLC

NEW YORK CITY, NY
RIA

Investing in quality for the long-term

AUM
$500M–$1B
Advisors
Offices
1
Founded

Firm Focus

High Net WorthPooled VehiclesPension/Profit Sharing

Expertise

Asset ManagementLong-term Capital GrowthHigh-conviction Investing+3
Fee model
AUM
Account Minimum
$200k
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JF

JTS FUND ADVISORS, LLC

WACO, TX
RIA

Alternative Asset Acquisition & Management

AUM
$100M–$500M
Advisors
Offices
1
Founded

Firm Focus

Pooled Vehicles

Expertise

Alternative AssetsAsset AcquisitionAsset Management+3
Fee model
AUM / Performance-based
View profile
JC

JULEX CAPITAL MANAGEMENT

NATICK, MA
RIA

Adaptive Investing

AUM
$100M–$500M
Advisors
Offices
1
Founded
2012

Firm Focus

High Net WorthPension/Profit Sharing

Expertise

Asset AllocationQuantitative InvestingOption Overlays+7
Fee model
AUM / Other
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JW

JUNCTURE WEALTH STRATEGIES, LLC

SCOTTSDALE, AZ
RIA

Where Wealth Management Inspires Clarity | Comfort | Confidence

AUM
$100M–$500M
Advisors
Offices
3
Founded
2010

Firm Focus

IndividualsHigh Net WorthCharitable Organizations

Expertise

Wealth ManagementFinancial PlanningHigh-net-worth+5
Fee model
AUM / Flat Fee
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JI

JUNIPER INVESTMENT COMPANY

NEW YORK, NY
RIA

We Are Influential Business Owners

AUM
$100M–$500M
Advisors
Offices
1
Founded

Firm Focus

Pooled Vehicles

Expertise

Small CapConcentrated PortfolioActive Engagement+3
Fee model
AUM / Performance-based
View profile
JF

JUNO FINANCIAL GROUP LLC

RICHMOND, VA
RIA

Building relationships based on trust and transparency

AUM
$500M–$1B
Advisors
Offices
1
Founded

Firm Focus

IndividualsHigh Net WorthPension/Profit Sharing+1

Expertise

Retirement Plan ManagementERISA FiduciaryWealth Planning+10
Fee model
AUM / Flat Fee
View profile
JW

JVL WEALTH STRATEGIES

WYOMING, MI
RIA

MORE THAN FINANCIAL ADVISORS — We build lifelong relationships.

AUM
$500M–$1B
Advisors
Offices
1
Founded

Firm Focus

IndividualsHigh Net WorthState/Municipal

Expertise

Financial PlanningInvestment AdvisoryWealth Management+7
Fee model
AUM / Hourly / Flat Fee
View profile
JA

JW ASSET MANAGEMENT, LLC

N/A
RIA

Long Term Growth Investors With An Entrepreneurial Approach

AUM
$100M–$500M
Advisors
Offices
1
Founded

Firm Focus

Pooled Vehicles

Expertise

Public EquityPrivate EquityHealthcare Investing+4
Fee model
AUM / Performance-based
View profile
JP

JZ PARTNERS

NEW YORK, NY
RIA

Tailored Solutions for Flexible Growth

AUM
$500M–$1B
Advisors
Offices
5
Founded

Firm Focus

Pooled Vehicles

Expertise

Private EquityMiddle MarketPatient Capital+4
Fee model
AUM / Performance-based
View profile
KG

K5 GLOBAL ADVISOR LLC

N/A
RIA

Backing category-defining companies from inception to IPO

AUM
$5B–$25B
Advisors
Offices
1
Founded
2018

Firm Focus

Pooled Vehicles

Expertise

Venture CapitalIncubationTechnology+3
Fee model
AUM / Performance-based
View profile
KM

KABR MANAGEMENT, LLC

ENGLEWOOD, NJ
RIA

Owners. Operators. Value Creators.

AUM
$500M–$1B
Advisors
Offices
1
Founded

Firm Focus

Pooled Vehicles

Expertise

Private Equity Real EstateReal Estate InvestmentReal Estate Development+9
Fee model
Performance-based / Other
Account Minimum
$250k
View profile
KC

KAGAN COCOZZA ASSET MANAGEMENT

N/A
RIA

The Right Advisors. The Right Advice.

AUM
$100M–$500M
Advisors
1
Offices
2
Founded

Firm Focus

High Net WorthPension/Profit Sharing

Expertise

Financial PlanningWealth ManagementPortfolio Management
Fee model
AUM
View profile

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Disclaimer

This directory contains publicly available information from SEC IAPD (Investment Adviser Public Disclosure) and FINRA BrokerCheck. The information is provided for informational purposes only and does not constitute a recommendation or endorsement. Please conduct your own due diligence and consult with a qualified professional before making any investment decisions.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

Financial Advisory Firms - Page 93 | AdvisorFinder